In the earnings call the CEO disclosed the exact OPEX run rate of the phone division: $2.5 billion. So, the loss of the phone division was $629 million in the last quarter. That's not funny, It's more than 12.5% of Microsoft's income, and It's not sustainable in the long run, at the current valuation that loss stream is worth $50 billion dollars. They don't expect the situation to improve substantially and dropped the guidance of break even for FY16, without a new guidance.
If Windows 10 for phones doesn't take off Microsoft has to start producing Android phones. I think first they will add support for Android apps to Windows and try to build an Android app store, if that works, AOSP, if not, Google Android.
Sad times for us, the end of WP is near.
Ok yes much worse than I thought also... But this includes feature phones etc? I dont think making 3 devices a year in Foxconn and keep developing the phone version of the OS would be that heavy. Will that type of strategy gain market share? Who knows, Apple did it.
Oh man dis Nokia do an amazing deal. They knew exactly that even the feature phones are sinking like a brick. If I ever meet mr. Siilasmaa I will shake he's hand... Well played guys, well,played!